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Airtable
Airtable
1. Choose trigger event
OnboardMe
OnboardMe
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create AML Check" in OnboardMe.
You’re connected!
Zapier seamlessly connects Airtable and OnboardMe, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Bill ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
First Name
Surname
Email
Mobile
Telephone
Position
Salutation
Addressee
Primary Contact
Existing Contact ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
External System ID
Clear External System ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Note Subject
Required
Note Text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Collection Status
Promise Date
Assign To
Remove Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Channel
Required
Send Even if Paused
Send Even if Sent Recently
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Template ID
Required
Client Key
Required
Send Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
eForm Template ID
Required
Client Name
Required
Client Email
Required
Send Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
eForm Key
Required
Skip Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Include AML Check
Skip Sending Verification Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead Key
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Entity Name
Required
Entity Type
Required
Email
Mobile
Lead Value
Note Subject
Note Text
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Office Name
Required
Office Code
Address Line 1
Address Line 2
City
State
Postcode
Country
Telephone
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Proposal Key
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Email Subject
Email Content
Client Group
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Note
Required
Notify Recipient
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Onboarding Client ID
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Onboarding Key
Required
Staff Member
Required
Approver
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Open On
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Client Key
Required
Proposal Template
Required
Staff Member
Required
Send Immediately
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Pricing
Increase %
Send Immediately
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Package Chosen
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Proposal Key
Required
Staff Member
Required
Line ID
Service
Package Number
Remove Line
Quantity
Price
Tax %
Discount %
Discount Amount
Optional Service
Move to Package
Service Description
New Service
New Quantity
New Price
New Tax %
New Discount %
New Discount Amount
New Package Number
New Optional Service
New Service Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Required
Last Name
Required
Email
Required
Mobile Number
Role
Office
Meeting Link
Enable Two-Factor Authentication
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Users
Required
Office
Remove From Office
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Search Text
Invoice Status
Bill Date From
Bill Date To
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Key
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Key
Required
Email
Name
Primary Contact Only
Include Deleted Contacts
Action
This is an event a Zap performs.
Search
Find existing data in your app
eForm Key
Client Key
Search Text
Status
Include Cancelled
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead Key
Name
Email
Lead Status
Lead Source
Include Lost Leads
Action
This is an event a Zap performs.
Search
Find existing data in your app
Onboarding Key
Required
Onboarding Client ID
Document Name
Uploaded Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Key
Ageing
Overdue Only
As at Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Proposal Key
Client Key
Status
Search Text
User ID
Updated Since
Exclude Completed
Action
This is an event a Zap performs.
Search
Find existing data in your app
Schedule ID
Search Text
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
User Key
Email
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Airtable and OnboardMe with AI agents and code
Beyond Zap workflows. Call Airtable and OnboardMe actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Airtable and OnboardMe actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Create AML Check
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Airtable and OnboardMe to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Airtable on the Zapier blog
Make work flow with AI
Level up your Airtable to OnboardMe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
